Articles on: Task Management

Adding a Task

Available methods to Add a New Task

Click the + icon in the top right-hand corner. From the dropdown, choose Add new task.
On the Tasks page, click on the + Add new button or select the Add task.... field in the task list view.
Duplicate an existing Task.
Add from Task Template.

Task Details

- Status: Choose a status from the dropdown menu to set the task's progress.
- Client: Assign the task to an existing client by selecting from the dropdown.
- Assignees: Add team members responsible for the task.
- Estimated Hours: Input the estimated time required to complete the task.
- Start Date: Select a starting date for the task.
- Due Date: Choose a due date to ensure the task is completed on time.
- Repeat: Set if the task is to repeat and the frequency.
- Tags: Add relevant tags for easy categorization and searching.
- Description: Provide a detailed description of the task.
- Subtasks: Break down the task into smaller, manageable parts by adding subtasks.

Updated on: 06/03/2024

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